Purchases and Sales Made in Q4 2022 in I3 Verticals, Inc. (IIIV)
This table provides information about the institutional ownership of I3 Verticals, Inc. (IIIV) during Q4 2022. The information is specifically focused on institutions that hold shares of i3 Verticals, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
990+ 1.71% |
$18.4K - $26K
|
58.8K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
721+ 2.67% |
$13.4K - $19K
|
27.7K
$768K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
540+ 0.62% |
$10.1K - $14.2K
|
88.3K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
530+ 4.25% |
$9.87K - $13.9K
|
13K
$361K
|
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
519+ 0.03% |
$9.66K - $13.6K
|
1.88M
$52.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
421+ 1.76% |
$7.84K - $11.1K
|
24.4K
$675K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400New |
$7.45K - $10.5K
|
400
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
301+ 1.08% |
$5.6K - $7.91K
|
28.1K
$780K
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
226+ 1.38% |
$4.21K - $5.94K
|
16.6K
$459K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
146+ 1.15% |
$2.72K - $3.84K
|
12.8K
$355K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
96New |
$1.79K - $2.52K
|
96
$2.66K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 262.96% |
$1.32K - $1.87K
|
98
$2.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
50+ 0.06% |
$931 - $1.31K
|
78.2K
$2.17M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
32New |
$596 - $841
|
32
$887
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-8- 0.05% |
$149 - $210
|
14.9K
$413K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 34.62% |
$168 - $237
|
17
$471
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-25- 2.2% |
$466 - $657
|
1.11K
$30.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-29- 5.78% |
$540 - $762
|
473
$13.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37- 2.18% |
$689 - $973
|
1.66K
$46.1K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-37- 0.35% |
$689 - $973
|
10.4K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46- 0.65% |
$857 - $1.21K
|
7.04K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-54- 6.12% |
$1.01K - $1.42K
|
828
$22.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-79- 90.8% |
$1.47K - $2.08K
|
8
$222
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 1.1% |
$1.99K - $2.81K
|
9.62K
$267K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-219- 5.1% |
$4.08K - $5.76K
|
4.07K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-308- 1.74% |
$5.73K - $8.1K
|
17.4K
$482K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-529- 3.75% |
$9.85K - $13.9K
|
13.6K
$376K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-547- 5.92% |
$10.2K - $14.4K
|
8.69K
$241K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-828- 2.47% |
$15.4K - $21.8K
|
32.7K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-861- 0.48% |
$16K - $22.6K
|
179K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.44K- 0.67% |
$26.7K - $37.7K
|
212K
$5.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-1.48K- 31.9% |
$27.6K - $39K
|
3.16K
$87.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.83K- 0.93% |
$34.1K - $48.1K
|
195K
$5.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.23K- 92.5% |
$41.6K - $58.7K
|
181
$5.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.61K- 1.44% |
$48.6K - $68.6K
|
178K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.83K- 0.91% |
$52.7K - $74.4K
|
308K
$8.53M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-3.04K- 45.49% |
$56.7K - $80K
|
3.65K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3.98K- 73.31% |
$74.1K - $105K
|
1.45K
$40.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-5.76K- 1.63% |
$107K - $151K
|
346K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.2K- 16.65% |
$115K - $163K
|
31.1K
$861K
|
|
|
Feb 13, 2023
Q4 2022
|
Teton Advisors, Inc.
Rye, NY |
SELL
|
- |
-8.21K- 7.46% |
$153K - $216K
|
102K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.32K- 12.13% |
$173K - $245K
|
67.5K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-9.54K- 48.37% |
$178K - $251K
|
10.2K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-16.4K- 63.06% |
$305K - $431K
|
9.61K
$266K
|
|
|
Mar 23, 2023
Q4 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-17.2K- 15.65% |
$321K - $453K
|
92.8K
$2.57M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-18K- 8.14% |
$336K - $474K
|
203K
$5.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26.2K- 30.37% |
$488K - $689K
|
60.1K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-32.3K- 23.19% |
$602K - $850K
|
107K
$2.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-35.5K- 9.89% |
$660K - $932K
|
323K
$8.95M
|